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Group Benefits Sales & Service Assistant -

Sun Lifeabout 10 hours ago
Hybrid
Waterloo, ON
CA$42,200 - CA$56,900/annual
Mid Level

Top Benefits

Flexible benefits to support you and your family
Pension, stock, and savings programs for future security

About the role

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Do you thrive in a fast-paced environment? We are looking for a Sales & Service Assistant to join the Group Benefits Business Development area. In this role, you will be primarily accountable for providing support for business acquisition and retention activities to the Business Development team. This role will report to the Service Manager, Business Development.

What will you do?

  • Support Account Executives and Service Specialist/Consultants
  • Coordinate and respond to inquiries and requests for information from Clients, Advisors and Consultants (telephone and email inquiries and requests)
  • Data entry
  • Update and ensure internal reporting and tracking tools are maintained with accurate and up to date information
  • Compose and/or prepare various correspondence and presentations
  • Request and prepare various reports for advisors and clients
  • Order promotional and business supplies
  • Works in close collaboration with other business areas (ex. underwriting, disability, group operations, etc.)
  • Manage incoming and outgoing mail
  • Assist with compiling relevant information for renewals

What do you need to succeed?

  • In-depth knowledge of Microsoft Office (Excel, Word and PowerPoint)
  • Time management skills with the ability to prioritize competing requests/ tasks
  • Organizational skills
  • Teamwork and cooperation
  • Ability to multi-task within a fast-paced environment while maintaining a high degree of accuracy
  • Excellent written and oral communication skills
  • Understands client needs and identifies solutions to non-standard requests
  • Ability to work independently and as part of a high functioning team
  • Relationship building/management skills
  • Strong attention to detail

What will be nice to have:

  • High School Diploma or higher
  • 0-2 years relevant work experience in office administration and client services ·
  • Understanding and knowledge of Group benefits products

What’s in it for you?

  • We’re proud to be a Best Workplace for Hybrid Work by Great Place to Work® Canada
  • Be part of our continuous improvement journey in developing the next greatest digital enterprise experience that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
  • Flexible Benefits from the day you join to meet the needs of you and your family.
  • Pension, stock and savings programs to help build and enhance your future financial security.

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to thebrightside@sunlife.com.

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

42,200/42 200 - 56,900/56 900

Job Category:

Customer Service / Operations

Posting End Date:

25/09/2025

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